Wellington Shields Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.86K | Hold |
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|
2025
Q2 | $9.55K | Hold |
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|
2025
Q1 | $9.56K | Hold |
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|
2024
Q4 | $8.56K | Hold |
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|
2024
Q3 | $9.38K | Hold |
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|
2024
Q2 | $8.07K | Buy |
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|
2024
Q1 | $7.4K | Buy |
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|
2023
Q4 | $7.16K | Sell |
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|
2023
Q3 | $107K | Buy |
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|
2023
Q2 | $109K | Buy |
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|
2023
Q1 | $108K | Buy |
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|
2022
Q4 | $110K | Buy |
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|
2022
Q3 | $105K | Buy |
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|
2022
Q2 | $110K | Buy |
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|
2022
Q1 | $112K | Buy |
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